Dimensional Fund Advisors’s Bank Of The James BOTJ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $460K | Buy |
32,665
+2,662
| +9% | +$37.5K | ﹤0.01% | 3007 |
|
|
2025
Q1 | $443K | Buy |
30,003
+1,537
| +5% | +$22.7K | ﹤0.01% | 3019 |
|
|
2024
Q4 | $436K | Buy |
28,466
+911
| +3% | +$13.9K | ﹤0.01% | 3062 |
|
|
2024
Q3 | $379K | Buy |
27,555
+703
| +3% | +$9.66K | ﹤0.01% | 3077 |
|
|
2024
Q2 | $302K | Buy |
26,852
+8,556
| +47% | +$96.3K | ﹤0.01% | 3109 |
|
|
2024
Q1 | $190K | Buy |
18,296
+1,052
| +6% | +$10.9K | ﹤0.01% | 3195 |
|
|
2023
Q4 | $207K | Hold |
17,244
| – | – | ﹤0.01% | 3190 |
|
|
2023
Q3 | $177K | Hold |
17,244
| – | – | ﹤0.01% | 3232 |
|
|
2023
Q2 | $160K | Hold |
17,244
| – | – | ﹤0.01% | 3271 |
|
|
2023
Q1 | $181K | Buy |
17,244
+410
| +2% | +$4.31K | ﹤0.01% | 3222 |
|
|
2022
Q4 | $208 | Hold |
16,834
| – | – | ﹤0.01% | 3222 |
|
|
2022
Q3 | $213K | Buy |
16,834
+2,653
| +19% | +$33.6K | ﹤0.01% | 3224 |
|
|
2022
Q2 | $184K | Buy |
14,181
+69
| +0.5% | +$895 | ﹤0.01% | 3259 |
|
|
2022
Q1 | $206K | Buy |
14,112
+854
| +6% | +$12.5K | ﹤0.01% | 3308 |
|
|
2021
Q4 | $204K | Buy |
13,258
+565
| +4% | +$8.69K | ﹤0.01% | 3336 |
|
|
2021
Q3 | $185K | Buy |
12,693
+102
| +0.8% | +$1.49K | ﹤0.01% | 3359 |
|
|
2021
Q2 | $201K | Buy |
12,591
+819
| +7% | +$13.1K | ﹤0.01% | 3334 |
|
|
2021
Q1 | $152K | Hold |
11,772
| – | – | ﹤0.01% | 3313 |
|
|
2020
Q4 | $133K | Hold |
11,772
| – | – | ﹤0.01% | 3261 |
|
|
2020
Q3 | $104K | Hold |
11,772
| – | – | ﹤0.01% | 3263 |
|
|
2020
Q2 | $101K | Hold |
11,772
| – | – | ﹤0.01% | 3276 |
|
|
2020
Q1 | $91K | Hold |
11,772
| – | – | ﹤0.01% | 3280 |
|
|
2019
Q4 | $163K | Hold |
11,772
| – | – | ﹤0.01% | 3277 |
|
|
2019
Q3 | $153K | Buy |
+11,772
| New | +$153K | ﹤0.01% | 3303 |
|